Plan Ledger DOL Form 5500 · updated monthly

Rqi Partners LLC401(k)

RQI PARTNERS RETIREMENT AND INVESTMENT PLAN · WAPPINGERS FALLS, NY · plan year 2024

Reported admin expense ratio · 2024
0.24%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Rqi Partners LLC reported $37,871 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $7,755 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.56% to 0.24%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 2,732nd-largest of 5,648 plans among New York employers on file, and 6,040th of 11,654 in professional & technical services. In 2024, the employer put in $1.28 for every $1.00 employees contributed themselves; active participation has grown from 198 to 224 since 2022.

Plan summary
Net assets, end of year$17,398,710
Participants with balances269
Active participants224
Employer contributions$1,737,021
Employee contributions$1,359,197
Employer contribution per active participant$7,755
Average account balance$64,679
Benefits paid to participants$1,790,666
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.4M · 269 accts · $1.7M emplr
2023$14.1M · 222 accts · $1.6M emplr
2022$11.5M · 222 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$37,871
Total administrative$37,871
The Rqi Partners LLC 401(k) match · 2024
Employer contribution per active participant$7,755
Median for plans this size$2,416
2024$7,755 per active participant
2023$8,368 per active participant
2022$7,357 per active participant

Rqi Partners LLC's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
MERRILL LYNCH, PIERCE, FENNER AND S · Recordkeeping$37,871

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Bank of America / Merrill
2023Bank of America / Merrill

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$37,871 · 0.24%
2023$59,626 · 0.46%
2022$66,141 · 0.56%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 830935798 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.